Stock-based compensation increased 36.1%
Stock-based compensation changed +36.1% from the comparable as-filed period.
$117.4M→$159.8M2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →P financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Free-cash-flow proxy changed across a sign change
Free-cash-flow proxy changed -258.3% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
$150.1M→-$237.6M3 prior comparisons
Operating income changed across a low base
Operating income changed +1196.6% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a low base.
$4.9M→$63.2M2 prior comparisons
Gross margin moved 177 bp lower
Gross margin changed -177 basis points from the comparable as-filed period.
70.19%→68.42%2 prior comparisons
Working capital / assets moved 311 bp lower
Working capital / assets changed -311 basis points from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes. This reverses 2 consecutive comparable moves in the opposite direction.
24.60%→21.48%4 prior comparisons
Operating cash flow changed across a sign change
Operating cash flow changed -164.3% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
$212.2M→-$136.3M3 prior comparisons
Research & development increased 21.4%
Research & development changed +21.4% from the comparable as-filed period.
$242.0M→$293.7M2 prior comparisons
Capital expenditure increased 63.2%
Capital expenditure changed +63.2% from the comparable as-filed period.
$62.0M→$101.3M3 prior comparisons
Receivables / revenue moved 2505 bp higher
Receivables / revenue changed +2505 basis points from the comparable as-filed period.
61.61%→86.66%2 prior comparisons
Capex / revenue moved 133 bp higher
Capex / revenue changed +133 basis points from the comparable as-filed period.
7.20%→8.54%2 prior comparisons
Working capital increased 13.2%
Working capital changed +13.2% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$990.3M→$1.1B4 prior comparisons
R&D / revenue moved 334 bp lower
R&D / revenue changed -334 basis points from the comparable as-filed period.
28.11%→24.77%2 prior comparisons
Free-cash-flow margin moved 3747 bp lower
Free-cash-flow margin changed -3747 basis points from the comparable as-filed period.
17.44%→-20.04%2 prior comparisons
Operating cash-flow margin moved 3614 bp lower
Operating cash-flow margin changed -3614 basis points from the comparable as-filed period.
24.64%→-11.50%2 prior comparisons
Shares outstanding increased 1.4%
Shares outstanding changed +1.4% from the comparable as-filed period. The change ranks at the 62th percentile of 8 prior comparable changes.
328,636,590→333,227,2518 prior comparisons
Operating cash flow / net income changed across a sign change
Operating cash flow / net income changed -140.8% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
4.5→-1.842 prior comparisons
SBC / revenue moved 16 bp lower
SBC / revenue changed -16 basis points from the comparable as-filed period.
13.63%→13.48%2 prior comparisons
Current ratio decreased 8.2%
Current ratio changed -8.2% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
1.65→1.514 prior comparisons
Method Importance combines metric-family relevance, magnitude, issuer-history unusualness, persistence, and financial-statement significance. It is analytical prioritization, not a legal materiality conclusion or investment signal.